+231.7%
PLD vs IBN
+367.6%
-136.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -2.3% |
| 7D | -0.8% | +15.1% | -15.9% | -4.5% |
| 30D | -0.3% | +21.6% | -21.9% | -5.5% |
| 3M | -8.0% | +11.2% | -19.2% | -10.8% |
| 6M | -9.8% | +27.8% | -37.6% | -15.7% |
| YTD | +1.8% | +14.7% | -12.9% | -2.4% |
| 1Y | +5.6% | +14.4% | -8.8% | +1.3% |
| 3Y | +33.3% | +52.1% | -18.8% | +17.3% |
| 5Y | +0.3% | +70.7% | -70.4% | -14.8% |
| All | +231.7% | +367.6% | -136.0% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling